Hong Kong stock Concept tracking | Russia cutting off Henry Hub Natural Gas supply causes global gas prices to soar (including Concept stocks)

From 8 AM Moscow time on January 1, 2025, the transit of Henry Hub Natural Gas to Europe through Ukraine will be terminated.

Zhitong FinanceJan 2 09:20

[Brokerage Focus] Guoyuan International gives ENN ENERGY (02688) a Buy rating, overall determining that the company's future dividend payout ratio will steadily increase.

Jinwu Financial News | Guoyuan International Research pointed out that ENN ENERGY (02688) achieved a retail gas volume growth of 4.8% in the first three quarters, reaching 18.819 billion cubic meters, maintaining a full-year gas volume growth guidance of 5%. As of the end of September, the company had a total of 347 operational comprehensive energy projects, and the sales volume of the comprehensive energy Business increased by 21.4% year-on-year to 29.668 billion kilowatt-hours. The scale of the installed capacity under construction exceeds 830 MW, and they will gradually enter operation in the fourth quarter, with new projects coming online also contributing to incremental benefits. In addition, the work volume created by the entrusted projects will see an increase in the fourth quarter, with Q4 sales expected to rise on a quarter-on-quarter basis, and the company will achieve an overall comprehensive energy Business.

Jinwu Financial NewsDec 31, 2024 14:24 · Ratings

"Outlook" Brokerage's comprehensive list of preferred Hong Kong stocks (Nomura, DBS)

Nomura released its Asia (excluding Japan) market outlook report for next year at the beginning of December, listing the guiding theme stocks for the Chinese market next year: Tencent (00700.HK), Alibaba (09988.HK), Anta (02020.HK), BYD (01211.HK), China Merchants Bank (03968.HK), Meituan (03690.HK), Ping An Insurance (02318.HK), NetEase (09999.HK), Xiaomi (01810.HK), KE Holdings (BEKE.US), MINISO (09896.HK), AIA (01299.HK), Hong Kong Stock Exchange (0.

AASTOCKSDec 31, 2024 13:20

Daiwa downgraded ENN ENERGY (02688.HK) to "Hold" with a Target Price of 56 yuan.

Daiwa published a research report indicating that the USA may impose tariffs on Chinese commodities next year, putting pressure on China's macroeconomic outlook, thereby affecting industrial energy demand. Therefore, it downgraded ENN ENERGY (02688.HK) from "outperform" to "Hold," urging investors to take moderate profits as the company's stock price has been relatively strong recently. Daiwa maintained its profit forecasts for ENN ENERGY from 2024 to 2026. Although it holds a cautious view on market demand, it remains bullish on ENN's sales of Henry Hub Natural Gas, believing that increasing market share, exploring new customers, and a potential cold winter in 2025 may support ENN ENERGY to cope with.

AASTOCKSDec 16, 2024 12:21

Express News | SMBC Nikko Securities has downgraded ENN ENERGY to Hold, with a Target Price of 56 Hong Kong dollars.

BreakingsDec 13, 2024 04:10

UBS Group raises the Target Price for China Resources Gas (00003.HK) and raises the Target Price for AGL Energy (01193.HK) while lowering the Target Price for China Resources Gas (00384.HK) and ENN ENERGY (02688.HK).

UBS Group stated that it has a cautious outlook on Gas Stock from next year to the following year, affected by weak economic growth, and expects city gas sales volume to increase by 3% year-on-year, lower than the 7% growth from 2021 to the present year. The bank assumes that the city's gas market share will shift to wholesale gas, and even though the expected gas sales profit will increase from 50 cents per cubic meter last year to 55 cents per cubic meter from this year to 2026, it is still below the pre-pandemic level of 60 cents per cubic meter. In addition, the average new gas connections for Runhua (01193.HK), CNG (00384.HK), and Gas (00003.HK) in the first half of the 2024 fiscal year are also at stake.

AASTOCKSDec 12, 2024 10:28